Data Sharing Mechanisms

Review the information in this chapter to learn how users gain visibility to various objects used in the sales and service applications.

The conditions specified in access group rules or data security policies control visibility to record-level data associated with a schema object, such as an opportunity. Conditions can use the following components as mechanisms for sharing data, provided that the sharing mechanism is applicable for the object:

• Team

• Partner team

• Territory

• Resource hierarchy

• Business unit

For example, for the Opportunity object, data can be shared through team membership, through the resource hierarchy, or through territory membership.